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How to be a financial storyteller

Smithink - helping accountants turn their practices into great businesses

CHAPTER

The Power of Financial Storytelling

This chapter explores the importance of storytelling in financial advisory services, emphasizing the need to connect with clients on a personal level and evoke emotions. It discusses the areas where clients may seek compliance services and highlights the difference between strategic and transactional storytelling. The chapter also provides practical examples of how to turn financial planning into an active tool and offers strategies for helping clients diversify their firms and make informed financial decisions.

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